Unclaimed Profile

Jennifer Greene

GUNDERSON CAPITAL MANAGEMENT·MOUNT PLEASANT, South Carolina

GUNDERSON CAPITAL MANAGEMENT

2072 WILLBROOK LANE, MOUNT PLEASANT, SC 29466CRD# 7625947Firm CRD# 140795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Greene · MOUNT PLEASANT, SC

Registration

CRD #7625947 · GUNDERSON CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Jennifer Greene is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with GUNDERSON CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GUNDERSON CAPITAL MANAGEMENT

AUM

$228M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUNDERSON CAPITAL MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Other

Background

Compensation

Percentage of AUM

Fixed fees

Regulatory

SEC/IARD CRD# 7625947

Firm CRD# 140795

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Greene offer?

Jennifer Greene specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Jennifer Greene's credentials?

Jennifer Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Greene located?

Jennifer Greene is based in MOUNT PLEASANT, South Carolina, working with GUNDERSON CAPITAL MANAGEMENT. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Jennifer Greene charge for services?

Jennifer Greene's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUNDERSON CAPITAL MANAGEMENT?

GUNDERSON CAPITAL MANAGEMENT has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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